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Nov 14, 2012
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impact wool exports from new zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully before investing. with investment information, risks, fees and expenses try running four.ning a restaurant is hard, fortunately we've got ink. it gives us 5x the rewards on our internet, phone charges and cable, plus at office supply stores. rewards we put right back into our business. this is the only thing we've ever wanted to do and ink helps us do it. make your mark with ink from chase. >>> good morning and welcome back to "squawk box" here on cnbc. i'm joe kernen along with becky quick and andrew ross sorkin. our top story is an economic ticking time bomb. what am i talking about? the fiscal cliff. about a dozen ceos are scheduled to meet with
impact wool exports from new zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully before investing. with investment information, risks,...
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Nov 19, 2012
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>> in the technology sector, there's a lot of interesting opportunities. mainly those that export. china's growth is beginning to improve. they buy a lot of capital equipment from us. so it's the big names in technology that provide a lot of that export capital equipment that we think will buns back the strongest in the first. >> bob, another thing we've been talking about is the people have been selling dividend sftocks because of higher taxes kicking in and they figure this is the last chance to get something at 15%. is that part reason you think we've seen a selloff? >> i do. i think people have a lot of gains in some of those stocks and they're taking money off the table worried about what their dividend tax rate will be. dividend tax rates are going up particularly for higher income investors. we know that. and so that's the place people are taking profits. look, you still want to own companies with positive free cash flow so they can raise their dividends over time those stocks will do well. >> in terms of raising dividends, we've also talked to people about the idea how comp
>> in the technology sector, there's a lot of interesting opportunities. mainly those that export. china's growth is beginning to improve. they buy a lot of capital equipment from us. so it's the big names in technology that provide a lot of that export capital equipment that we think will buns back the strongest in the first. >> bob, another thing we've been talking about is the people have been selling dividend sftocks because of higher taxes kicking in and they figure this is the...
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Nov 16, 2012
11/12
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. >> with your -- where they couldn't merge because prices might go up for technology. i don't really feel like i'm paying a lot for all this digital stuff. i don't feel -- >> i did tell you about what happened on a delta flight with my family, though. we had an engine blow out in midair and had an emergency landing. and that's not to suggest that -- >> i don't feel like every time one of our airlines go up that there's a chance it will crash. you don't let me say this, but when is the last -- remember every year the media would rush to the big 200 person dead -- remember? >> i was just on a delta shuttle on wednesday or tuesday. >> when was the last major -- >> let's hope we never have to hear about another one. >> and you hear about the air traffic near misses and things like that. and i pray and hope and knock on wood, but 50,000 takeoffs and landings a day. >> statistically -- >> can we go to london? >> not on an old jet. p. >> becky would like us to talk about the global markets report. kelly evans is across the pond. we won't fly to you. we'll do it by satellite.
. >> with your -- where they couldn't merge because prices might go up for technology. i don't really feel like i'm paying a lot for all this digital stuff. i don't feel -- >> i did tell you about what happened on a delta flight with my family, though. we had an engine blow out in midair and had an emergency landing. and that's not to suggest that -- >> i don't feel like every time one of our airlines go up that there's a chance it will crash. you don't let me say this, but...
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Nov 13, 2012
11/12
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we did see an impact, we have seen an impact from weakness particularly in europe on our technology business but we're seeing strong revenue growth and improving earnings in our services businesses. mixed bag. >> you've been talking about your services led business, part of the transformation of the company. at this point how much does that make up of the company in. >> a little bit more than half of our revenues. if you look forward to 2017 it will probably be two-thirds of our revenues not only driven by the fact we are growing that portion of the business but because the market's transitioning, customers are transitioning. they want more than a point solution. they want us to help them change the way they get business done so it's an exciting and growing portion of our portfolio. >> how does that change who your competitors are? >> it's a great question actually. our traditional competitors in the hardware business is hp and rico and cannon. now we have a large number of smaller less capitalized competitors mixed in with a few large competitors. we have transportation competitors, custome
we did see an impact, we have seen an impact from weakness particularly in europe on our technology business but we're seeing strong revenue growth and improving earnings in our services businesses. mixed bag. >> you've been talking about your services led business, part of the transformation of the company. at this point how much does that make up of the company in. >> a little bit more than half of our revenues. if you look forward to 2017 it will probably be two-thirds of our...